Using Progress Bills for Small Jobs

Details:

Job Costing allows you to track, on a detail level, all labor, material and other costs associated to a particular job. With Job Costing, you can see true job profitability. However, it does take time to implement an efficient process to enter jobs and track all of the information. On smaller jobs, such as hearth and simple renovations, using a sales order may be your preference. However, you may still have the need to bill your customers without invoicing for specific items or material amounts: you can use Evosus Progress Bills!

- Progress Bills allow you to bill a customer without creating a sales or service invoice.

- A Progress Bill is similar to a Statement Charge and is not associated to inventory. When using progress bills on your order, you can simply deliver the items when they are truly used and invoice at job completion.

Step by Step:

Creating a Progress Bill

Step 1: From the Customer profile, go to the Progress Bills screen and click Add.

Step 2: Enter a name for the progress bill along with an amount, posting date, due date and a comment if you’d like.

Step 3: There’s a “Text to Print” tab for any information you’d like to print on the progress bill. We would suggest using quick text if there’s any text you’ll use on a recurring basis.*

Step 4: Link your progress bill to an existing open sales or service order and then you just click OK to save.

Progress bills are like invoices

Progress bills are treated like invoices in that they appear on the A/R aging report, customer statement and show a balance due in the customer preview. You will take payments on them just like you would an invoice! Any payments applied to the progress bill are converted to account credit which is automatically applied to any invoices created from the associated sales or service order. The process is truly simple and very useful to ensure your inventory valuation is correct.

- There are a few things you should setup in advance:

Accounting Defaults

There is an accounting default for progress bills that should be setup prior to implementing them. The accounting default is located under Administration > Accounting>General Setup > Accounting Defaults > Acct Recv.

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Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.